Attachments use

Use

Linking existing attachments / files

Once linked to an entity, an attachment can be saved, copied, renamed, updated, previewed and deleted.

All attachments support drag and drop copying and linking between the computer operating system, as well as other HelpMaster entities.

Alternately, you can use the “Add” button and then browse for an attachment.

Linking existing email

If using Microsoft Outlook, you can drag and drop email items into the attachments list.

A copy is made of the email and all its contents, stored as an email attachment in the file system of HelpMaster.

Creating new attachments

New attachments can be created directly from within the Attachment tab.

1. Click on the Create New attachments button
2. Select the type of attachment you wish to create
3. A new blank document type will be created
4. You can then open/view the attachment to edit it and create content

Adding a screen capture

1. Right-click anywhere on the attachments list and select Capture screen shot

   

2. Select whether to hide HelpMaster

3. Draw a rectangle around the part of the screen you wish to capute

4. At the top-left of the screen, select Crop, then Add Image

5. The screen capture is added as a graphical attachment

An alternative is to press Alt+Print Screen to capture the active window via the regular Windows method, and then right-click anywhere in the attachment list and select Paste Image.

Previewing Attachments from the Explorer screen

Attachments can also be viewed from the Explorer screen. In order for this method to work you need to have selected the “Attachments” field in the Field Chooser for the “Jobs” entity type.

1. Click on a job in the Explorer
2. Hover over the attachment icon. A list of linked attachments will be displayed.
3. Hover over an attachment to display a preview. Only graphic/images will be previewed.

See Also

Configuring Attachments

Setting the common Attachments path

Email Templates

Email template tags

Converting email into jobs via Email Manager

Email Manager - Attachment processing

Email Manager - Successful processing actions

Using Attachments

Field Chooser

Sending email from an action

Globally Excluding Images